Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
Category: Top News
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
TSMC Beat on Everything. The Stock Still Fell 5%.
A $265B US commitment and record margins are meeting a crowded-trade reset.
Eli Lilly Is Growing Like a Software Company. The Valuation Debate Is Getting Loud.
Mounjaro sales up 125% in Q1. A new pill just launched. Q2 earnings could reset the story again.
Meta Is Down 16% From Its High. The Real Story Starts July 29.
Revenue grew 33% in Q1. The AI cloud pivot could change everything.